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About the Role

Provide full administrative support to Investment Managers, ensuring client satisfaction through direct contact with clients and other operational colleagues, while adhering to regulatory standards.

Responsibilities

• Working closely with the aligned Investment Managers to deliver excellent client outcomes.
• Building relationships with clients and maintain regular contact.
• Maintaining back-office systems and client records in line with the company policies.
• Liaise with operational teams where support is provided on activities. e.g., scripts, transfers, corporate actions, static data changes, where applicable.
• Preparation of meeting packs and valuations.
• Assist investment managers in the preparation of new business pitches and presentations.
• Deal with cash transfers, foreign exchange transactions and monitoring of account balances for clients.

Requirements

• Previous experience working in an administrative role within the financial services industry within Investment Management is essential.
• Knowledge of Xplan.
• Experience working with financial products is essential.
• Strong administrative experience is essential.
• A strong ethic of client service.
• Ability to work under pressure and to prioritise work.
• Excellent communication skills, influencing and organisational skills.

Skills

• Xplan
• Client service
• Working under pressure
• Prioritisation
• Communication
• Influencing
• Organisation

Location

• London

Work Type

• Hybrid working model (role dependant)

Education Level

• Degree qualified but not essential

Salary/Compensations

• Competitive salary

Benefits

• Private medical insurance
• Life assurance
• Pension contribution
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave

About the Company

• Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next.
• Our success hinges on our people and that’s our secret for longevity.
• We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them.
• We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.

Equal Opportunity

• We are proud to value the differences that a diverse workforce brings, representative of society and our clients.
• At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation.
• It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.
• We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.